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Disclosery

Crumly & Associates Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crumly & Associates Inc. on XLE, newest first. How the timeline and the estimate are built.

Crumly & Associates Inc. held 92,587 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 92,587 shares
    Change vs previous 13F +1,761 shares

    1.01% of the 13F portfolio, value $5,694,101.

    13F-HR 0001759578-26-000008 filed by Crumly & Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,826 shares
    Change vs previous 13F -24,624 shares

    0.92% of the 13F portfolio, value $4,823,762.

    13F-HR 0001759578-26-000007 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 115,450 shares
    Change vs previous 13F +41 shares

    1.49% of the 13F portfolio, value $7,072,475.

    13F-HR 0001759578-26-000004 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 115,409 shares
    Change vs previous 13F +57,731 shares

    1.08% of the 13F portfolio, value $5,159,957.

    13F-HR 0001759578-26-000002 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 57,678 shares
    Change vs previous 13F +1,922 shares

    1.13% of the 13F portfolio, value $5,152,963.

    13F-HR 0001759578-25-000015 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 55,756 shares
    Change vs previous 13F -1,224 shares

    1.15% of the 13F portfolio, value $4,728,666.

    13F-HR 0001759578-25-000012 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 56,980 shares
    Change vs previous 13F -484 shares

    1.47% of the 13F portfolio, value $5,324,781.

    13F-HR 0001759578-25-000008 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 57,464 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $4,922,366.

    13F-HR 0001759578-25-000001 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).